See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,034 | $72,012-22.2% | $185,823-69.8% | $79,858-29.8% |
| Participation rate | 43.2% | 65.8%-22.5pp | 78.0%-34.8pp | 69.6%-26.4pp |
| Annual return | 12.15% | 23.12%-11.0pp | 35.95%-23.8pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,734 | $3,779-54.1% | $5,632-69.2% | $3,740-53.6% |
| Admin fee / account holder | $7,448 | $4,513+65.1% | $9,500-21.6% | $5,306+40.4% |